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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,901 | $46,599-31.5% | $64,101-50.2% | $75,173-57.6% |
| Participation rate | 98.1% | 65.9%+32.2pp | 72.3%+25.8pp | 67.2%+30.9pp |
| Annual return | 14.18% | 26.06%-11.9pp | 33.72%-19.5pp | 160.72%-146.5pp |
| Employer contribution / active EE | $3,091 | $1,975+56.5% | $2,749+12.5% | $2,671+15.7% |
| Participant deferral / active EE | $1,618 | $2,837-43.0% | $3,881-58.3% | $4,126-60.8% |
| Admin fee / account holder | $5,151 | $2,956+74.3% | $3,070+67.8% | $5,651-8.8% |